Mark
Ladrew

Lpl Financial LLC

CRD#5782821
Investment Advisor
in Southlake, TX

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About this Advisor

Mark Ladrew is a certified financial planner working in Southlake, Texas who has 2 years of relevant experience. Ladrew is an employee of Lpl Financial LLC. Over the course of their career, Ladrew has held roles at Texas Air National Guard, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Dfw Chapter Of St Marys Alumni Association, Mark Ladrew, Netc Ttu Alumni Association, Advisory Board Colleyville Area Chamber Of Commerce, Junior Achievement Of The Chisholm Trail, Inc, Congregation Beth Israel, Bradley Hall and Lpl Financial LLC. Ladrew holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Lpl Financial LLC is a financial advisory business based in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in total assets across its 1,688,501 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely are based on the financial services offered. Fees billed by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

500 N Carroll Ave Ste 100
Southlake, TX 76092

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

TX Average: $646,059,043
Total Number of Employees

31,366

TX Average: 13
Total Number of Accounts

1,688,501

TX Average: 661
Average Account Size

$217,956

TX Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mark Ladrew Work History

Mark has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2018 - 2021 (3 years)

Bradley Hall

2014 - 2016 (2 years)

Junior Achievement Of The Chisholm Trail, Inc

2014 - 2017 (3 years)

Congregation Beth Israel

2013 - 2018 (5 years)

Advisory Board Colleyville Area Chamber Of Commerce

2012 - 2017 (5 years)

Dfw Chapter Of St Marys Alumni Association

2012 - 2021 (9 years)

Netc Ttu Alumni Association

2011 - 2021 (10 years)

Waddell & Reed Inc

2011 - 2021 (10 years)

Various Insurance Carriers For W&R Insurance Agencies

2008 - 2018 (10 years)

Texas Air National Guard

2004 - 2021 (17 years)

Mark Ladrew

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Ladrew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Michelle Cannan
Rochester, NY
Joseph Sarbello
Sea Girt, NJ
Daniel Mehan
Chico, CA
Diane Winner
Ann Arbor, MI
Keith Clark
Corpus Christi, TX
Adam Chaney
Naperville, IL
Scott Feher
Walnut Creek, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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